FAQs - Advisor's Client View
Q: What is the Advisor Client View?
Upon logging in, you will be directed to the Advisor's Client View, where you can access three key areas: Your Tools, Your Firm, and Client Index.
Q: What can I see on "Your Tools"?
The "Your Tools" section on Diligentsia's platform offers financial advisors a range of resources to streamline client management. Free tools include a Portfolio Pro Dashboard for client monitoring, Client Benchmarking, revenue-generating tools, a DD Checklist Builder, and a Workflow Manager. For advanced needs, Diligentsia Pro PLUS provides subscription-based features like the Client Company Dashboard, Data Repository PRO, and specialized expansion packs. Additionally, the Anylist Checklist builder allows for customized diligence checklists tailored to various client needs, making this section a comprehensive hub for efficient and effective client service.
Q: What can I see on "Your Firm"?
Here, you can take the FREE 2 minute Test, get a free KPI report and a Pass/Fail Certificate.
Q What can I see on the Client Index?
On the Client Index, you can see a list of your clients you have added onto the platform, degree of access you have, with a link to each company's more detailed dashboard, their Diligentsia certification status and completeness and risk summaries, and more. You can also add other advisors and assign them permissions for specific modules. For more details on the Advisors Team and Permissions, click here. The purpose of the Client Index is to assist companies to standardize the presentation of, access to, and auditing of, your corporate data, to assist you to add value to your business.
Q: What is the Portfolio Pro Dashboard?
A dashboard that helps monitor clients and analyze performance.
Q: How can I create customized checklists for clients?
Use the Anylist Checklist Builder to tailor diligence checklists.
Q: What features are available in Diligentsia Pro PLUS?
Subscription features include the Client Company Dashboard, Data Repository PRO, and expansion packs. Check out our article on our plans and subscriptions here for comparison of plans.
Q: What is shown under "Your Firm"?
You can take the free 2-Minute Test, get a KPI report, and receive a Pass/Fail certificate.
Q: How do I view client details in the Client Index?
The Client Index lists your clients, their certification status, risk summaries, and a link to their dashboards.
Q: Can I add other advisors to my clients?
Yes, you can assign other advisors and set their permissions for specific modules. Click here for more info on that
Q: What is the purpose of the Client Index?
It standardizes corporate data presentation, access, and auditing.
Q: How do I track client progress?
Use the risk summaries and completeness metrics displayed in the Client Index.
Q: Can I assign different levels of access to advisors?
Yes, you can set permissions per advisor for different tools. Click here for more info
Q: What is the 2-Minute Test?
A quick evaluation to assess firm KPIs and receive a report and certificate.
Q: What can I do if I need more advanced client tools?
Upgrade to Diligentsia Pro PLUS for access to advanced features. Check out our article on our plans and subscriptions here for comparison of plans.
Q: Is there a fee to use the basic tools?
Many tools are free, but advanced features require a subscription. Check out our article on our plans and subscriptions here.
Q: How does Diligentsia help in auditing corporate data?
The Client Index assists in auditing through standardized data presentation.
Q:Can I benchmark my clients' performance?
Yes, Client Benchmarking tools help you analyze client data.
Q: What is the KPI report?
A free report that assesses key performance indicators for your firm.
Q: How do I navigate between clients?
Use the Client Index to switch between different client dashboards.
Q: What is the workflow manager?
A tool to streamline tasks and client interactions on the platform. Check out our article on the Workflow Manager here.
Troubleshooting FAQs: Advisor's Client View
Q: Why can’t I access the Advisor’s Client View after logging in?
A: Ensure you’re using an Advisor account. If the issue persists, contact support for assistance.
Q: What should I do if the tools in "Your Tools" don’t load?
A: Refresh your browser or clear your cache. If the problem continues, try a different browser or contact support.
Q: Can I access "Your Tools" without a subscription?
A: Basic tools are free, but some advanced features require a Diligentsia Pro PLUS subscription. Check our plans for more details.
Q: Why can’t I see my clients in the Client Index?
A: Ensure clients have been added to the platform. If they don’t appear, verify that authorization has been granted.
Q: How do I resolve incorrect client details in the Client Index?
A: Client details are based on their Companies House registration. Contact the client to update details directly at Companies House.
Q: What should I do if I can’t add other advisors to a client?
A: Confirm you have the necessary permissions. If you are an authorized user, go to the Client Index and assign advisors.
Q: Why is the Portfolio Pro Dashboard not updating client data?
A: Ensure client data is synced correctly. If updates are missing, contact support to investigate.
Q: What happens if a client’s certification status is incorrect?
A: Certification statuses are based on client inputs and platform evaluations. Contact the client to ensure all necessary data is uploaded.
Q: Can I customize the Client Index layout?
A: No, the Client Index layout is standardized for consistency.
Q: Why can’t I access the 2-Minute Test?
A: Ensure you are logged into the “Your Firm” section of the platform. If the option is missing, contact support.
Q: How do I resolve discrepancies in KPI reports?
A: Verify the input data used to generate the KPI report. If issues persist, contact support for review.
Q: Can I assign partial permissions to advisors for specific modules?
A: Yes, permissions can be set per module in the Client Index. Check the "Advisor Permissions" section for details.
Q: What should I do if benchmarking tools don’t display data?
A: Ensure the relevant data is available and uploaded for the client. Refresh the page or contact support for further assistance.
Q: Why is the Workflow Manager not saving tasks?
A: Check your internet connection and refresh the page. If tasks are still not saving, contact support.
Q: Can I switch clients directly from the Portfolio Pro Dashboard?
A: No, use the Client Index to navigate between client dashboards.
Q: What should I do if I accidentally remove an advisor’s access?
A: Reassign permissions through the Client Index by selecting the specific client and module.
Q: How do I upgrade to Diligentsia Pro PLUS for advanced features?
A: Navigate to your Company Index and select “Upgrade.” You have to get on a call with our sales team to be able to upgrade to this plan. You can click here to schedule your meeting
Q: Why can’t I see client risk summaries in the Client Index?
A: Ensure the client has completed the necessary modules and uploaded required data.
Q: What happens if a client dashboard link doesn’t work?
A: Refresh the page or clear your browser cache. If the issue persists, contact support.
Q: How do I contact support if features in the Advisor’s Client View are not working?
A: Use the support bot on the website or email support@diligentsia.co.uk for prompt assistance.